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Lori Renae Bogatz

Hornor, Townsend & Kent, LLC

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About Lori Renae Bogatz

Lori Bogatz is an Investment Advisor Representative at Hornor, Townsend & Kent, LLC. Lori has been in the industry since 2003 and has a variety of experience in the financial services industry. Lori holds the Series 7, Series 66 and Series 24 licenses and has extensive experience in working with individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Lori is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Lori Bogatz is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Trail commissions, distribution assistance fees

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Lori Bogatz’s Registration & Firm History

PA

01/16/2025 - Present

Hornor, Townsend & Kent, LLC (Conshohocken PA)

NE

01/02/2003 - 06/14/2024

SECURITIES AMERICA, INC. (LA VISTA NE)

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Licenses & Designations

BOTH

Issued 07/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Renae Bogatz.
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